Max Aaron Email & Phone Number

Scottsdale, Az, Us

Denver, Colorado, United States

-External Wholesaler covering the Four Corners Territory (AZ, CO, NM, UT, and KS) - Led a team of seven wholesalers and strategists in the Four Corner Territory to achieve $280M in annual sales, representing 140% of my sales target- Increased the current run rate of the territory from $420M to over $700M - Cultivated strong relationships within 1,200 wire-houses, broker/dealers, and RIA channels, consistently surpassing goals, including 40% AUM growth, $120M net new flows, and 85% client retention- Strategically executed 20 client engagement events annually, including webinars and in-person seminars to promote ETF products and drove product adoption, resulting in $80M in sales- Fostered cross-functional collaboration across departments, including the Investment Strategy team, to deliver customized investment solutions and portfolio construction guidance to financial advisors- Presented at more than 10 key industry conferences around the U.S. targeting executives and advisors to drive new business

Scottsdale, Arizona, United States

- Recruited, coached, and oversaw a team of 10 accountants, financial planners, and real estate developers, achieving asset growth from $130M to $210M over 15 months - Led a team of 7 strategist to outperform and grow a stock portfolio of $100M to $140M through asset allocation, stock selection and alternative investment selection- Evaluated 10 private companies, including projected future cash flow for investment opportunities, resulting in over $350,000 in recurring month revenue- Grew portfolio of residential and commercial properties from 100,000 sq ft to over 800,000 sq ft, proactively identified and pursued new opportunities, cultivated strong relationships with key stakeholders, and leveraged negotiation skills to close high-value deals, resulting in significant growth and increased market presence- Directed and presented monthly, quarterly, and annual financial reporting for executive leadership

Scottsdale, Arizona

- Developed professional relationships with nearly 200 clients while advising a total of $400M in assets, optimizing asset allocation to meet clients’ risk tolerance and objectives- Supervised and mentored a team of 5 Client Associates, ensuring high-quality service delivery, portfolio management systems, regulatory compliance, and enhancing team performance and efficiency- Conducted in-depth financial analyses, including retirement, tax, estate, and insurance planning, to create comprehensive financial strategies

Scottsdale, Arizona

- Created Strategies to develop and expand client accounts- Analyzed financial information obtained from clients to determine strategies for meeting clients’ financial objectives - Built a relationship with specialists within firm and leveraged the relationships to drive the team’s overall vision- Gathered prospect financial data and developed comprehensive financial plans using Financial Goal Analysis tool

United States Figure Skating Association US National Champion, (2013) 4-Time National Medalist, (2013-2016) 4-Time World Team member, (2013, 2014, 2016, and 2018) Grand Prix Champion, (2015) Winter Olympic Team, (2014 and 2018) 2- Time World Team Champion (2013 and 2015)

Bachelor Of Science - Bs, Finance

Activities and Societies: Beta Gamma Sigma

Bachelor Of Science - Bs, Communication - Minor

Activities and Societies: Beta Gamma Sigma